See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,569 | $109,881+73.4% | $150,045+27.0% | $84,808+124.7% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 11.63% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $6,919 | $3,561+94.3% | $4,693+47.4% | $2,631+163.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,663 | $8,568-57.3% | $13,435-72.7% | $7,344-50.1% |